Overview

$75MM AUM / $490K Gross Revenue / The majority of my book of business is invested in Mutual Funds. I also have a strong position in Stocks and Annuities with a much small holding in Alternative Investments (REITs, BDCs, Private Equity and Private Placements). I manage 110 households and 55% of the revenue I generate is fee based.

I'm looking to purchase a book with a minimum of $5MM in AUM and up to $75MM in AUM. .

Market
RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...